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Working with data

Working with data

Using Beacon to manage supporters, payments, events, and more.

15 articles
Sam Corney avatarBen Cook avatarDavid Simpson avatar+3
Written by Sam Corney, Ben Cook, David Simpson and 3 others

Defining relationships between people

Beacon lets you define and configure how people relate to other people and organisations in your database.
Sam Corney avatar
Written by Sam Corney. Updated over a week ago

Soft credits

Track the value of payments to people and organisations when they're not the payer or donor.
Ben Cook avatar
Written by Ben Cook. Updated over a week ago

Helpful filtering examples

Five step-by-step examples of filters to help you customise the way you see your data
Ben Cook avatar
Written by Ben Cook. Updated over a week ago

Working with views

Set up multiple views for you or your team to quickly see the data that matters
Ben Cook avatar
Written by Ben Cook. Updated over a week ago

Understanding timelines

Easily see changes and activity relating to your records
Ben Cook avatar
Written by Ben Cook. Updated over a week ago

Sending notifications to your team

Let your team know when important things happen in your database
David Simpson avatar
Written by David Simpson. Updated over a week ago

Merging records

Merge multiple records into a single record
Ben Cook avatar
Written by Ben Cook. Updated over a week ago

Deleting records

How to get rid of records you no longer need
Gareth Lemon avatar
Written by Gareth Lemon. Updated over a week ago

Managing your Columns

Change what you can see when viewing a list of records - a powerfully efficient first glance at your data
Luke Marlowe avatar
Written by Luke Marlowe. Updated over a week ago

Finding duplicate records

Keep an accurate, single view of your supporters by filtering for and merging duplicate records
Chris Houghton avatar
Written by Chris Houghton. Updated over a week ago

Searching & filtering records

Quickly and easily find records
Ben Cook avatar
Written by Ben Cook. Updated over a week ago

Bulk updating records

Adding the same information to multiple records in one go
Ben Cook avatar
Written by Ben Cook. Updated over a week ago

Bulk creating related records

Simultaneously create multiple records that relate to a given list of records in Beacon
Ben Cook avatar
Written by Ben Cook. Updated over a week ago

Working with collection tins

Keep track of and manage collection tins, pots, buckets or boxes of smaller donations from the local community
Luke Marlowe avatar
Written by Luke Marlowe. Updated over a week ago

Managing Contact Preferences

Correctly store information on how you are permitted to contact supporters
Luke Marlowe avatar
Written by Luke Marlowe. Updated over a week ago